The Compound and Friends cover image

The Battle for Pfizer Begins

The Compound and Friends

00:00

Pfizer's Financial Turmoil and Strategic Shift

This chapter examines Pfizer's investment strategies under current leadership, highlighting its focus on acquiring mid to late-stage drug developments while facing scrutiny over its dividend sustainability amid cash flow challenges. With pressures from activist investors like Starboard Value, the discussion explores the potential risks that could arise from leadership changes and corporate restructuring. Additionally, it delves into recent missteps and tensions within the company, reflecting on broader employee dissatisfaction and the chaotic nature of Wall Street dealings.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app